Client Relationship Manager 2 - Private Equity

  • Job Reference: 6404
  • Date Posted: 8 May 2022
  • Website:
  • Location: Guernsey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The purpose of this position is to administer a limited portfolio of Fund structures and act as first point of contact; co-ordinate legal and tax advice; develop and maintain Operational Procedures Manuals and ISAE checklist templates for client relationships; attend and minute client board meetings and shareholders meetings; ensure  preparation, review, distribution and filing of periodic financial statements; act as “B” level 4-eyes signatory on administration matters, ensuring policy and regulatory guidelines adhered to; provide quality client service; assist with billing information for clients including analysis of time spent, including management of aged debtors; supervise and assist in training and development of staff; participate in staff appraisal process.
The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent); 4+ years’ financial services experience; strong technical financial services knowledge; some people management experience; evidence of managing a small client relationship or part of a major client relationship; act as a “B” level Authorised Signatory; great with people; quick to learn new systems.  Training provided.